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Feb 8, 2013 4:00pm EST
idea that this is very much fed drive, the federal reserve creating this environment where there's few alternatives and it's not necessarily driven by fundamentals. so do fundamentals not matter. >> the fundamentals are still good. we're still looking at fairly attractive, s&p 500, only about 13. i think the fundamentals are there, and the fed hasn't gott gone away yet. the fed hasn't taken await punch bowl yet. >> maria, i would just add that i think earnings have been really very impressive, and that's the big difference in my mind this year versus last year. in addition to all this stimulus, global stimulus, earnings are actually a lot better. i know the expectations were low, but no one was thinking 6% to 7% earnings growth and, okay, fine, revenues are growing at 2.2%, but that tells me margins are actually holding up which is the other case that everyone thought margins were going to roll over, the resiliency in the face of what we just went through in the fourth quarter and i think that's actually very impressive and i think the stocks will continue to work higher as earning
Feb 6, 2013 4:00pm EST
terms of the overall environment right now, where are we in terms of trust and sentiment? we've got the libor scandal. we continue to see sort of upsets in the banking world. >> right. >> do you think that a lot has changed, or not? >> it is -- it is had, and i don't think a lot has changed. it's gotten marginally better, but the reforms have been pretty incremental, and most of the dodd/frank rules haven't even been finalized yet so that does concern me, and i think as the public watches this, they are losing confidence in the regulators as well to get this job done. they need to know that the regulatory community is, you know, standing up for them and policing these institutions appropriately, and whether the industry wants to acknowledge that or not, that's in the industry's interest for the public, and their customers to view them as being regulated by people of integrity, so i don't. i'm disappointed at the pace of reform. we haven't seen a lot of changes other than very incremental changes, but i'm hoping that maybe this year will be the year when we can finally get the rules in p
Feb 11, 2013 4:00pm EST
unprecedented opportunity to grow our advisory business. we saw that last year in an environment when mna activity was down 9% globally. our advisory fees were up approximately 30%. so we're taking market share in a skig cant way. >> and you're expecting dealing this year? >> i think we would expect, you know, you never know. would i put my money or own or under? i would put my money on over. >> all right. you're a betting man. ralph, good to have you on our program. ralph schlosstein. >>> again refusal to raise taxes as part of a deal to avoid automatic spending cuts. tom cole will speak with me about the brewing battle in the national's capitol. >>> a fury erupts after a company tells customers they're watering down its bourbon. stay with us. [ male announcer ] any technology not moving forward is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. >>> welcome back. less than three weeks until automatic budget cuts kick in which will trigger job losses and perhaps
Feb 4, 2013 4:00pm EST
we've seen margins coming back. that's been a help as the commodity environment get more benign. the interesting thing is the before tax earnings were up about 22% but we paid a higher tax rate. we paid about 34% in taxes. all in all top line strong volume growth. great margin expansion. and the earnings followed that. >> so what about 2013? how's it looks? what would you expect? a lot of analysts out there question whether or not the sustainability of this organic growth is on track. so how do you ensure that it will? >> if you go back the last 18 months we've averaged at the top of our 3% to 5% top line target that we've had with the investment community. 18 months we've done this. as we look into the second half of the year, we're comfortable where the consensus is. 3% growth. we're going to lap almost 6% growth from last year in this period of time. you mentioned the flu at the outset of the session here. the flu is probably about 10% of our growth in the quarter. it wasn't that much, frankly. i think you'll see more of that manifesting itself into february and march. i think we'
Feb 5, 2013 4:00pm EST
over the next two years it's an environment where it's very beneficial to stocks, low interest rates, valuation, and we'll see this year about a 12% growth in dividends and that's going to be another important catalyst like it was last year to stock returns. >> okay. so, in other words, do you think we're going to see a correction before we continue higher, or are you worried that in fact we're on shaky ground because of valuations? >> maria, i'm -- i'm a bit worried because the last couple of weeks bullish sentiment by individual investors is now at about 50%. that's usually associated with a hiccup in the market. >> mm-hmm. >> last year we had two 2% connections and we're up 16% to 20% in stocks. get ready for the same this year, but from point to point it will be a productive year for stock investors again because of all this monetary stimulation and stock valuation. >> john, you're sitting there on the trading desk and seeing the flow. what is the flow right now? do you think this market wants to continue going higher? >> yeah. we continue to see the market see good flows, both s
Search Results 0 to 4 of about 5